Avantax Advisory Services, Inc. Ishares Russell 1000 Val ETF Transaction History

Avantax Advisory Services, Inc.

$17.6 Billion
Q2 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 86,809 shares of IWD stock, worth $17 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

86,809

Previous 85,096 2.01%

Holding current value

$17 Million

Previous $16 Million 5.3%

% of portfolio

0.1%

Previous 0.1%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$166.82 - $194.23 $285,762 - $332,715	1,713 Added 2.01%	86,809 $16.9 Million
Q1 2025 May 06, 2025	SELL	$182.82 - $196.21 $11.8 Million - $12.7 Million	-64,638 Reduced 43.17%	85,096 $16 Million
Q4 2024 Feb 07, 2025	BUY	$183.23 - $199.79 $13.9 Million - $15.1 Million	75,773 Added 102.45%	149,734 $27.7 Million
Q3 2024 Nov 13, 2024	BUY	$173.36 - $189.8 $610,400 - $668,285	3,521 Added 5.0%	73,961 $14 Million
Q2 2024 Aug 09, 2024	SELL	$169.4 - $179.05 $10,841 - $11,459	-64 Reduced 0.09%	70,440 $12.3 Million
Q1 2024 May 08, 2024	SELL	$161.84 - $179.11 $2.27 Million - $2.51 Million	-14,009 Reduced 16.58%	70,504 $12.6 Million
Q4 2023 Feb 07, 2024	BUY	$143.69 - $165.7 $3.85 Million - $4.44 Million	26,800 Added 46.44%	84,513 $14 Million
Q3 2023 Nov 07, 2023	BUY	$151.73 - $163.56 $198,614 - $214,100	1,309 Added 2.32%	57,713 $8.76 Million
Q2 2023 Aug 11, 2023	BUY	$148.55 - $157.83 $785,383 - $834,447	5,287 Added 10.34%	56,404 $8.9 Million
Q1 2023 Apr 28, 2023	SELL	$145.2 - $161.56 $2.41 Million - $2.69 Million	-16,624 Reduced 24.54%	51,117 $7.78 Million
Q4 2022 Feb 13, 2023	BUY	$136.78 - $158.99 $3.33 Million - $3.87 Million	24,351 Added 56.12%	67,741 $10.3 Million
Q3 2022 Nov 01, 2022	BUY	$135.99 - $161.15 $848,169 - $1.01 Million	6,237 Added 16.79%	43,390 $5.9 Million
Q2 2022 Aug 02, 2022	BUY	$140.99 - $168.41 $1.62 Million - $1.94 Million	11,494 Added 44.8%	37,153 $5.39 Million
Q1 2022 Apr 27, 2022	SELL	$157.15 - $170.51 $84,861 - $92,075	-540 Reduced 2.06%	25,659 $4.26 Million
Q4 2021 Jan 24, 2022	BUY	$157.12 - $168.08 $285,487 - $305,401	1,817 Added 7.45%	26,199 $4.4 Million
Q3 2021 Oct 21, 2021	BUY	$154.62 - $164.07 $130,963 - $138,967	847 Added 3.6%	24,382 $3.82 Million
Q2 2021 Jul 29, 2021	SELL	$152.86 - $162.4 $132,071 - $140,313	-864 Reduced 3.54%	23,535 $3.73 Million
Q1 2021 May 13, 2021	SELL	$134.89 - $153.0 $3.46 Million - $3.92 Million	-25,651 Reduced 51.25%	24,399 $3.7 Million
Q4 2020 Jan 22, 2021	SELL	$115.84 - $136.73 $4.03 Million - $4.76 Million	-34,789 Reduced 41.01%	50,050 $6.84 Million
Q3 2020 Oct 14, 2020	BUY	$111.27 - $124.26 $6.11 Million - $6.82 Million	54,902 Added 183.39%	84,839 $10 Million
Q2 2020 Aug 06, 2020	SELL	$94.52 - $125.14 $3.97 Million - $5.26 Million	-42,017 Reduced 58.39%	29,937 $3.37 Million
Q1 2020 Apr 30, 2020	BUY	$85.17 - $138.52 $3.42 Million - $5.57 Million	40,181 Added 126.46%	71,954 $7.13 Million
Q4 2019 Feb 14, 2020	BUY	$123.85 - $136.67 $1.97 Million - $2.17 Million	15,913 Added 100.33%	31,773 $4.33 Million
Q3 2019 Nov 08, 2019	SELL	$127.92 - $130.25 $4,349 - $4,428	-34 Reduced 0.21%	15,860 $2.03 Million
Q2 2019 Aug 06, 2019	BUY	N/A	3,859 Added 32.06%	15,894 $2.02 Million
Q1 2019 May 13, 2019	BUY	N/A	4,936 Added 69.53%	12,035 $1.49 Million
Q4 2018 Feb 13, 2019	BUY	N/A	7,099 New	7,099 $790,000

Others Institutions Holding IWD

# of Institutions

1,931

Shares Held

275M

Call Options Held

617K

Put Options Held

5.88M

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
Industry ETFs

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Avantax Advisory Services, Inc. Ishares Russell 1000 Val ETF Transaction History